April 26, 2017

Five Things You Can Control: Goals-Based Asset Allocation

Five Things You Can Control: Goals-Based Asset Allocation

An advisor’s job is to recommend the optimum asset allocation regardless of how the client might answer a survey about risk tolerance.

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Radio: Tax Planning Season

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When you finish your tax preparation, it is time to begin tax planning.

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Five Things You Can Control: Commitment to Saving

Five Things You Can Control: Commitment to Saving

Saving money is not enough. You need to save and invest.

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How to Calculate Your RMD: a Uniform, Inherited, and Joint Divisor Calculator

How to Calculate Your RMD: a Uniform, Inherited, and Joint Divisor Calculator

There are different tables and formulas used to calculate your RMD divisor based on your particular circumstances. Here is a calculator for the three most common.

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Five Things You Can Control: Spending Discipline

Five Things You Can Control: Spending Discipline

“Develop spending discipline. People too often forget that the real enemy of investment is consumption.”

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How You Take Your Inherited IRA RMD Is the Exception to the Rule

How You Take Your Inherited IRA RMD Is the Exception to the Rule

Inherited RMD rules demonstrates the power and importance of beneficiary designations and why it is so important to set them.

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What is the 5-Year Roth Rule?

You can’t touch the earnings on your contributions until you’ve had an account open for 5 years and you’re either over age 59 ½ or you meet special exceptions.

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How to Deduct U.S. Debt Obligations on State Tax Returns

How to Deduct U.S. Debt Obligations on State Tax Returns

Dividends and interest received from U.S debt obligations can be deducted on many state tax returns.

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Radio: What Does “Trickle-Down Economics” Mean to Liberals and Conservatives?

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David John Marotta was interviewed on the Schilling Show discussing trickle-down economics and taxes.

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What Good Are Morningstar Stars?

What Good Are Morningstar Stars?

Do mutual funds with 5-star Morningstar ratings have better future returns?

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